Advice on strategy

[Paul Newby]

I am currently looking to purchase a property to use as my primary residence (first time home buyer). I qualify for down payment assistance and mortgage credit certificate, so I was going to use those benefits to get some equity in the property along with trying to buy below market price. My game plan is basically BRRRR. But after reading a few posts about refinancing I realize I don't know as much as I thought. Is there anything I need to do now, with my lender, to insure I will be able to refinance or use HELOC in the next year or two? Should I do anything differently when filing taxes for the first time after purchasing?